Speaking of well known Canadian software stories, here is a note on Open Text (OTC:TSX) from Scotia Capital’s research department: Product Plans, Acquisitions, and More Event ? Over the past week, a number of noteworthy acquisitions have occurred in the ECM market as vendors continue to strengthen their product portfolio. Implications ? Our view is
Versant Partners on “solid” MKS Q1
This report was published earlier today by Versant Partners on MKS (MKX:TSX). MKS is a Wellington Financial Fund I portfolio co. How many software companies are trading at 8x forward earnings, with a 6% dividend yield?: EVENT MKS released Q1/F10 results (July quarter) yesterday. BOTTOM LINE The large US$2M+ deal announced in June was included
Ericsson’s deal for Nortel very much alive
It is far too quiet on the Ericsson / Nortel / Research In Motion front. No move at the Court of Appeal, no media leaks, no scrums, no industry lobbying, no evidence of any activity on RIM’s part to create a “Canadian solution” for Industry Minister Tony Clement to consider. This cannot be good for
